SWTS
KR icon

Stonehaven Wealth & Tax Solutions’s Kroger KR Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,335
Closed -$208K – 92
2025
Q4 		$208K Buy
+3,335
New +$218K 0.19% 76

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's KR Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Kroger (KR) in Q1 2026, closing a stake of 3,335 shares — an estimated $208K sold.

Stonehaven Wealth & Tax Solutions first reported a position in KR in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 1,379 funds tracked by Wall St. Rank hold KR as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining Kroger position as of Q1 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 3,335 Kroger shares in Q1 2026, an estimated $208K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Kroger in Q4 2025 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Kroger position peaked at $208K in Q4 2025.
  • 1,379 funds tracked by Wall St. Rank held Kroger as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.